Freshworks MCP. Manage sales, accounts, and tickets via conversation
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Freshworks MCP Server lets your AI agent manage all your sales, support, and account data in one conversation. You can list active deals, audit entire sales pipelines, track ticket volume, and check full customer interaction history—all without leaving your chat window.
What your AI agents can do
Get ticket
Retrieves the full details for a single specified helpdesk ticket.
List accounts
Fetches a list of all sales accounts recorded in the CRM.
List agents
Lists all support agents who have access to the helpdesk system.
The agent can run list_tickets to retrieve a global list of all helpdesk tickets, providing an immediate overview of current support load.
Use list_deals to pull all active sales deal records, giving you visibility into current revenue forecasts and pipeline health.
The agent can execute list_accounts and list_companies to map out hierarchical organizational data and verify account boundaries.
Retrieve profiles and interaction history for specific users using list_crm_contacts or dedicated support contacts via list_helpdesk_contacts.
The agent can list all agents (list_agents) and group configurations (list_groups) to understand internal support structure.
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Freshworks MCP Server: 9 Tools for CRM & Support Data
These nine tools let your agent access and query all core data within your Freshworks instance, from sales deals to support tickets, using natural language commands.
019d75a1get ticket
Retrieves the full details for a single specified helpdesk ticket.
019d75a1list accounts
Fetches a list of all sales accounts recorded in the CRM.
019d75a1list agents
Lists all support agents who have access to the helpdesk system.
019d75a1list companies
Retrieves a list of all company records in the system.
019d75a1list crm contacts
Lists all individual contacts stored in the Sales CRM partition.
019d75a1list deals
Retrieves a list of all sales opportunities and deals in the CRM.
019d75a1list groups
Lists all configured agent groups for the support team.
019d75a1list helpdesk contacts
Fetches a list of contacts specifically registered with the helpdesk system.
019d75a1list tickets
Retrieves a global list of all helpdesk tickets.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
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Make Your AI Do More
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- Use this MCP plus 4,700+ others, all in one place
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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Freshworks MCP Server lets your AI agent manage all your sales, support, and account data in one conversation. You can list active deals, audit entire sales pipelines, track ticket volume, and check full customer interaction history—all without leaving your chat window.
Support Tickets and Interactions
Your agent can pull a global list of all helpdesk tickets using list_tickets, giving you an immediate overview of the current support load. You can then drill down into a single ticket's full details by running get_ticket to see every interaction.
Sales Pipeline and Accounts
To track revenue and sales opportunities, your agent pulls all active sales deal records using list_deals. You can also audit the structure of your customers by running list_accounts to fetch a list of all sales accounts, and list_companies to map out company records.
Contacts and Users
Your agent manages contacts through two paths. You can get a list of all individual contacts stored in the Sales CRM partition using list_crm_contacts, or get a list of contacts specific to the helpdesk system using list_helpdesk_contacts. You can also list all records of people who use the helpdesk by running list_helpdesk_contacts.
Team Structure and Support
If you need to understand your internal support structure, your agent can list all support agents who have access to the helpdesk system using list_agents, and it can list all configured agent groups for the support team using list_groups.
How Freshworks MCP Works
- 1 Subscribe to the server and input your Freshworks Domain prefix and API Key.
- 2 Select your AI client (Claude, Cursor, etc.) and activate the Freshworks MCP tools.
- 3 Ask your agent to perform a task: 'Show me all active deals in the Negotiation stage' or 'What is the status of ticket 101?'
The bottom line is you get direct, conversational access to your CRM and support data without manual API calls.
Who Is Freshworks MCP For?
Sales Managers, Support Leads, and Customer Success Teams. You're the person who needs a 360-degree view of a customer—seeing their current support ticket status alongside their active sales deals—without having to jump between the CRM, the ticketing system, and a spreadsheet. This server gets you all that data in one conversation.
Monitor the health of the entire sales pipeline and audit account growth by asking the agent to pull specific data using list_deals or list_accounts.
Manage ticket volume and check agent coverage by running list_tickets and querying agent configurations using list_agents.
Resolve complex client issues by asking the agent to cross-reference a contact's support history (list_helpdesk_contacts) with their sales account profile (list_crm_contacts).
What Changes When You Connect
- See the full picture of any customer. Instead of looking up a contact in the CRM and then checking tickets separately, the agent can cross-reference
list_crm_contactsdata withlist_helpdesk_contactsto show one complete history. - Audit your revenue pipeline without opening the CRM. Simply ask the agent to use
list_dealsto get an immediate snapshot of all active opportunities and their current stage. - Understand your support load instantly. Running
list_ticketsgives you a global view of all open tickets, letting you prioritize issues without manually checking the dashboard. - Map out organizational structure effortlessly. Use
list_accountsandlist_companiestogether to trace how contacts and deals are tied to parent company records. - Reduce context switching. All data—from sales deals (
list_deals) to support agents (list_agents)—is available through a single chat interface, saving you time and clicks.
Real-World Use Cases
Sales needs to check a lead's buying power.
A sales rep needs to know if a prospect's company, 'GlobalCorp', is actively dealing with support issues. They ask the agent to cross-reference list_companies with list_tickets. The agent finds 5 open tickets, confirming the company is active and needs immediate attention, helping the rep prioritize the deal.
Support needs to find a client's sales history.
A support agent receives a ticket from 'Sarah Jenkins'. Instead of logging into the CRM, they ask the agent to find her profile using list_crm_contacts. The agent confirms she has two active deals, allowing the support agent to talk to her about upselling or renewals during the call.
Ops needs to audit team coverage.
The operations lead needs to know which agents are assigned to which queues. They ask the agent to run list_agents and list_groups. The agent reports the current group configurations, ensuring no support queue is accidentally left unassigned.
Sales needs to summarize account relationships.
A manager needs a quick overview of all contacts related to a major account. They ask the agent to use list_accounts and then list_crm_contacts. The agent returns the list of contacts and their associated records, eliminating manual data gathering.
The Tradeoffs
Jumping between tabs
A user manually logs into the CRM to check deals, then opens the separate helpdesk portal to check tickets, and finally opens a spreadsheet to verify the company structure. This takes minutes and involves copy-pasting IDs everywhere.
→
Ask your agent to perform a unified query. Start by finding the company ID with list_companies, then ask the agent to pull associated deals (list_deals) and open tickets (list_tickets) based on that ID.
Guessing the right tool
A user tries to find a support contact by searching the general 'contacts' tab, but the system only shows sales records, missing the dedicated helpdesk contacts.
→
Use the specific tool list_helpdesk_contacts. This ensures the agent pulls records only from the dedicated support partition, giving you the right set of people.
Missing context IDs
The user knows the name of a contact but doesn't know their Account ID. They try to search the list_deals tool by name, and the tool fails because it needs a structured ID to run.
→
First, run list_accounts to find the correct Account ID. Then, pass that ID to the agent, and ask it to retrieve all deals for that specific account using list_deals.
When It Fits, When It Doesn't
Use this server if your job requires seeing a customer's full lifecycle data—meaning you need to link sales deals, account ownership, and support tickets together. You should use it when you need to know: 'What are they buying, and what are they complaining about?'
Don't use it if you are only performing a single, isolated task, like simply listing all companies. In that case, running just list_companies is enough. But if you need to connect that list of companies to their associated contacts or deals, this server is mandatory. It's about combining data streams, not just fetching lists.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Freshworks. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 9 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Sifting through separate dashboards for customer history is exhausting.
Right now, figuring out a customer's full status means jumping between three or four separate systems: the CRM for deals, the ticketing system for open tickets, and the account manager's spreadsheet for contacts. You copy an ID from one screen and paste it into the next, spending more time navigating tabs than solving problems.
With this MCP server, you tell your agent, 'What's the full picture for Acme Corp?' The agent runs the necessary tools (`list_accounts`, `list_deals`, `list_tickets`) and gives you one coherent summary. You get the answer, not a link to a dashboard.
Freshworks MCP Server: Get the 360-degree view.
You eliminate the manual process of checking if a contact listed in the CRM (`list_crm_contacts`) has an open ticket. The agent handles the cross-referencing for you, pulling data from both the sales and support partitions.
This isn't just a data dump. You get a synthesized report showing the connection: Contact A is tied to Deal B, which is linked to Ticket C. It's all one conversation.
Common Questions About Freshworks MCP
How do I use the `list_deals` tool to see my pipeline? +
The agent uses list_deals to fetch all active opportunities. You can then ask the agent to filter those results by stage (e.g., 'Show only deals in Negotiation') to narrow down your pipeline view.
Can I use `list_tickets` to find a specific customer issue? +
You can use list_tickets to get a list of all tickets. You then provide the ticket ID or the associated contact ID, and the agent can pull the full details using get_ticket.
What is the difference between `list_crm_contacts` and `list_helpdesk_contacts`? +
They pull from separate data sources. list_crm_contacts lists contacts tied to sales activities and account records, while list_helpdesk_contacts lists contacts registered specifically for support purposes.
How do I see all the companies I deal with? +
Start by running list_companies. This provides the foundational list of all company records, which you can then use to find associated accounts and contacts.
How do I use `list_accounts` to verify a company's structure? +
The list_accounts tool retrieves all sales accounts, allowing you to see the core organizational records. You can use this to identify a company's hierarchy and confirm if it's linked to multiple contacts or deals.
What does `list_agents` show me about my support team? +
list_agents lists all connected support agents, providing a roster of who works in the helpdesk. This helps you verify agent credentials and audit group memberships.
Can I use `list_groups` to check which queues an agent belongs to? +
Yes, list_groups lists all agent groups. This allows you to audit the configurations and see which support queues are assigned to which specific teams.
How does `list_crm_contacts` help me find a person's history? +
list_crm_contacts enumerates all end-users in the Sales CRM. You get their full profiles and historical interaction metadata, so you can see both sales and support context in one place.
Can my agent list both sales deals and support tickets via Freshworks? +
Yes. This server provides tools for both. Use 'list_deals' to see your sales pipeline and 'list_tickets' to see helpdesk activity. The agent fetches data from both partitions within your unified Freshworks instance.
How do I check the health of a specific sales account via chat? +
Use the 'list_accounts' tool to find the account and then ask for its detailed metrics. Your agent can retrieve hierarchical account limits and associated contact data to help you verify its status natively.
Can I audit agent groups and their queues through the agent? +
Absolutely. Use the 'list_groups' tool. Your agent will execute bulk iterations tracking explicitly registered agent grouping configurations, allowing you to monitor how support queues are handled securely.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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